Civic Intelligence

THE CALTECH Y

Plan context: THE CALTECH Y TAX DEFERRED ANNUITY PLAN

EIN 95-1684790 • Pasadena, CA • 26 filings • 5 plans

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1200 E. California BlvdMail Code C1 -128Pasadena, CA 91125
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,592,785

2024 Contributions

$91,964

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,177,770$1,588,885$0200920172024YearValue
$2,592,785Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1890200920172024YearValue
18Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024218$2,592,785$91,964$5,109iApproximate average salary by contribution assumption: employee only about $127,728 at 4% or $85,152 at 6%; with 50% employer match about $85,152 at 4% or $56,768 at 6%; with 100% employer match about $63,864 at 4% or $42,576 at 6%.
THE CALTECH Y TAX DEFERRED ANNUITY PLAN-13$1,366,708$52,005$4,000iApproximate average salary by contribution assumption: employee only about $100,010 at 4% or $66,673 at 6%; with 50% employer match about $66,673 at 4% or $44,449 at 6%; with 100% employer match about $50,005 at 4% or $33,337 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION RETIREMENT PLAN-18$1,226,077$39,959$2,220iApproximate average salary by contribution assumption: employee only about $55,499 at 4% or $36,999 at 6%; with 50% employer match about $36,999 at 4% or $24,666 at 6%; with 100% employer match about $27,749 at 4% or $18,500 at 6%.
2023318$3,177,770$122,997$6,833iApproximate average salary by contribution assumption: employee only about $170,829 at 4% or $113,886 at 6%; with 50% employer match about $113,886 at 4% or $75,924 at 6%; with 100% employer match about $85,415 at 4% or $56,943 at 6%.
THE CALTECH Y TAX DEFERRED ANNUITY PLAN-13$1,166,476$41,280$3,175iApproximate average salary by contribution assumption: employee only about $79,385 at 4% or $52,923 at 6%; with 50% employer match about $52,923 at 4% or $35,282 at 6%; with 100% employer match about $39,692 at 4% or $26,462 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION RETIREMENT PLAN-18$1,115,901$47,831$2,657iApproximate average salary by contribution assumption: employee only about $66,432 at 4% or $44,288 at 6%; with 50% employer match about $44,288 at 4% or $29,525 at 6%; with 100% employer match about $33,216 at 4% or $22,144 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-16$895,393$33,886$2,118iApproximate average salary by contribution assumption: employee only about $52,947 at 4% or $35,298 at 6%; with 50% employer match about $35,298 at 4% or $23,532 at 6%; with 100% employer match about $26,473 at 4% or $17,649 at 6%.
2022216$1,868,714$74,460$4,654iApproximate average salary by contribution assumption: employee only about $116,344 at 4% or $77,563 at 6%; with 50% employer match about $77,563 at 4% or $51,708 at 6%; with 100% employer match about $58,172 at 4% or $38,781 at 6%.
THE CALTECH Y TAX DEFERRED ANNUITY PLAN-11$943,752$39,537$3,594iApproximate average salary by contribution assumption: employee only about $89,857 at 4% or $59,905 at 6%; with 50% employer match about $59,905 at 4% or $39,936 at 6%; with 100% employer match about $44,928 at 4% or $29,952 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION RETIREMENT PLAN-16$924,962$34,923$2,183iApproximate average salary by contribution assumption: employee only about $54,567 at 4% or $36,378 at 6%; with 50% employer match about $36,378 at 4% or $24,252 at 6%; with 100% employer match about $27,284 at 4% or $18,189 at 6%.
202126$2,174,260$75,081$12,514iApproximate average salary by contribution assumption: employee only about $312,838 at 4% or $208,558 at 6%; with 50% employer match about $208,558 at 4% or $139,039 at 6%; with 100% employer match about $156,419 at 4% or $104,279 at 6%.
THE CALTECH Y TAX DEFERRED ANNUITY PLAN 151183-3$1,109,955$38,688$12,896iApproximate average salary by contribution assumption: employee only about $322,400 at 4% or $214,933 at 6%; with 50% employer match about $214,933 at 4% or $143,289 at 6%; with 100% employer match about $161,200 at 4% or $107,467 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-6$1,064,305$36,393$6,066iApproximate average salary by contribution assumption: employee only about $151,638 at 4% or $101,092 at 6%; with 50% employer match about $101,092 at 4% or $67,394 at 6%; with 100% employer match about $75,819 at 4% or $50,546 at 6%.
2020116$1,822,117$106,638$6,665iApproximate average salary by contribution assumption: employee only about $166,622 at 4% or $111,081 at 6%; with 50% employer match about $111,081 at 4% or $74,054 at 6%; with 100% employer match about $83,311 at 4% or $55,541 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-16$1,822,117$106,638$6,665iApproximate average salary by contribution assumption: employee only about $166,622 at 4% or $111,081 at 6%; with 50% employer match about $111,081 at 4% or $74,054 at 6%; with 100% employer match about $83,311 at 4% or $55,541 at 6%.
2019113$1,437,777$103,457$7,958iApproximate average salary by contribution assumption: employee only about $198,956 at 4% or $132,637 at 6%; with 50% employer match about $132,637 at 4% or $88,425 at 6%; with 100% employer match about $99,478 at 4% or $66,319 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-13$1,437,777$103,457$7,958iApproximate average salary by contribution assumption: employee only about $198,956 at 4% or $132,637 at 6%; with 50% employer match about $132,637 at 4% or $88,425 at 6%; with 100% employer match about $99,478 at 4% or $66,319 at 6%.
2018113$1,105,802$70,134$5,395iApproximate average salary by contribution assumption: employee only about $134,873 at 4% or $89,915 at 6%; with 50% employer match about $89,915 at 4% or $59,944 at 6%; with 100% employer match about $67,437 at 4% or $44,958 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-13$1,105,802$70,134$5,395iApproximate average salary by contribution assumption: employee only about $134,873 at 4% or $89,915 at 6%; with 50% employer match about $89,915 at 4% or $59,944 at 6%; with 100% employer match about $67,437 at 4% or $44,958 at 6%.
2017111$1,126,751$112,599$10,236iApproximate average salary by contribution assumption: employee only about $255,907 at 4% or $170,605 at 6%; with 50% employer match about $170,605 at 4% or $113,736 at 6%; with 100% employer match about $127,953 at 4% or $85,302 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-11$1,126,751$112,599$10,236iApproximate average salary by contribution assumption: employee only about $255,907 at 4% or $170,605 at 6%; with 50% employer match about $170,605 at 4% or $113,736 at 6%; with 100% employer match about $127,953 at 4% or $85,302 at 6%.
2016110$864,141$69,553$6,955iApproximate average salary by contribution assumption: employee only about $173,883 at 4% or $115,922 at 6%; with 50% employer match about $115,922 at 4% or $77,281 at 6%; with 100% employer match about $86,941 at 4% or $57,961 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-10$864,141$69,553$6,955iApproximate average salary by contribution assumption: employee only about $173,883 at 4% or $115,922 at 6%; with 50% employer match about $115,922 at 4% or $77,281 at 6%; with 100% employer match about $86,941 at 4% or $57,961 at 6%.
201418$704,274$67,086$8,386iApproximate average salary by contribution assumption: employee only about $209,644 at 4% or $139,763 at 6%; with 50% employer match about $139,763 at 4% or $93,175 at 6%; with 100% employer match about $104,822 at 4% or $69,881 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-8$704,274$67,086$8,386iApproximate average salary by contribution assumption: employee only about $209,644 at 4% or $139,763 at 6%; with 50% employer match about $139,763 at 4% or $93,175 at 6%; with 100% employer match about $104,822 at 4% or $69,881 at 6%.
201318$609,602$55,492$6,937iApproximate average salary by contribution assumption: employee only about $173,413 at 4% or $115,608 at 6%; with 50% employer match about $115,608 at 4% or $77,072 at 6%; with 100% employer match about $86,706 at 4% or $57,804 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-8$609,602$55,492$6,937iApproximate average salary by contribution assumption: employee only about $173,413 at 4% or $115,608 at 6%; with 50% employer match about $115,608 at 4% or $77,072 at 6%; with 100% employer match about $86,706 at 4% or $57,804 at 6%.
201218$472,892$50,053$6,257iApproximate average salary by contribution assumption: employee only about $156,416 at 4% or $104,277 at 6%; with 50% employer match about $104,277 at 4% or $69,518 at 6%; with 100% employer match about $78,208 at 4% or $52,139 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-8$472,892$50,053$6,257iApproximate average salary by contribution assumption: employee only about $156,416 at 4% or $104,277 at 6%; with 50% employer match about $104,277 at 4% or $69,518 at 6%; with 100% employer match about $78,208 at 4% or $52,139 at 6%.
201117$388,747$51,208$7,315iApproximate average salary by contribution assumption: employee only about $182,886 at 4% or $121,924 at 6%; with 50% employer match about $121,924 at 4% or $81,283 at 6%; with 100% employer match about $91,443 at 4% or $60,962 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-7$388,747$51,208$7,315iApproximate average salary by contribution assumption: employee only about $182,886 at 4% or $121,924 at 6%; with 50% employer match about $121,924 at 4% or $81,283 at 6%; with 100% employer match about $91,443 at 4% or $60,962 at 6%.
201016$360,618$52,858$8,810iApproximate average salary by contribution assumption: employee only about $220,242 at 4% or $146,828 at 6%; with 50% employer match about $146,828 at 4% or $97,885 at 6%; with 100% employer match about $110,121 at 4% or $73,414 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-6$360,618$52,858$8,810iApproximate average salary by contribution assumption: employee only about $220,242 at 4% or $146,828 at 6%; with 50% employer match about $146,828 at 4% or $97,885 at 6%; with 100% employer match about $110,121 at 4% or $73,414 at 6%.
200918$305,487$63,823$7,978iApproximate average salary by contribution assumption: employee only about $199,447 at 4% or $132,965 at 6%; with 50% employer match about $132,965 at 4% or $88,643 at 6%; with 100% employer match about $99,723 at 4% or $66,482 at 6%.
THE CALTECH Y DEFINED CONTRIBUTION PLAN-8$305,487$63,823$7,978iApproximate average salary by contribution assumption: employee only about $199,447 at 4% or $132,965 at 6%; with 50% employer match about $132,965 at 4% or $88,643 at 6%; with 100% employer match about $99,723 at 4% or $66,482 at 6%.
200710$0$0-
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200610$0$0-
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200510$0$0-
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200310$0$0-
CALTECH Y RETIREMENT PLAN-0---
200110$0$0-
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200010$0$0-
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